Thomas A. Webbert, CFP^®

8600 LaSalle Road Ste 312
Towson, MD 21286

FINANCIAL ADVISOR'S WEBSITE

webbertfinancialplanning.com

(410) 339-5771

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Thomas Webbert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Towson, MD and the surrounding communities.

Financial Advisor Overview

Tom Webbert joined his father in 2006 and has been helping clients with their financial planning ever since. Tom is a graduate of Loyola College of Maryland (now Loyola University Maryland), where he earned a degree in business administration and a minor in computer science. After college, as an account executive in technology sales, he was quickly promoted to team leader and worked on large accounts like Johns Hopkins, Northrop Grumman, Archdiocese of Baltimore, and The City of Baltimore. After three years, he decided he wanted to be more involved with helping people directly and making a difference in their lives. He went to work with his father and earned his CFP® in 2013. He did have some early experience in the field, as Tom completed his first tax return while in the 5th grade. Tom's wife, Diane, is the Visual & Performing Arts Chair at the Institute of Notre Dame. They currently live in Charles Village with their 2 sons, Jeremiah and Adrian. Tom loves coaching his son's sports team with the Lutherville Timonium Recreation Council. He also enjoys playing basketball and soccer.

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MD
Health/disability insurance: MD

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Investments products and services available only to residents of: California, Washington DC, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Michigan, North Carolina, Oklahoma, Pennsylvania, and Virginia Securities offered through Securities Service Network, LLC, Member FINRA/SIPC Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of Maryland, Delaware, and Florida.

FINRA BrokerCheck